Keywords Studios Share Discussion Threads

[ali47fish] 18/9/2017 08:35

dilemma if people are likely to take profits tomorrow isnt it better to take some today- intrested in any informed opinions please

[allstar4eva] 15/9/2017 12:02

Sorry wrong thread. Some comments still apply though!

[allstar4eva] 15/9/2017 11:57

Could be a correction. Stop losses hit lead to margin calls and further drops in other strong risers as people take profits to meet margin calls. They always cut the winners first. I would probably have taken a position here but for the drops happening elsewhere and this has? been a very strong riser. This will probably double pronto!

[cfro] 15/9/2017 10:51

Hi bamboo2,

Just o/t have you had a look at the runes of FEVR lately? Under pressure a bit today. Would be interested in your charts. Thnks.

[bamboo2] 15/9/2017 10:26

cfro, welcome back.

Chart looks poised. Pattern suggests 1650+

[cfro] 15/9/2017 09:30

Bought back in here. Wanted to reestablish a position ahead of Tues results.

One i share i deeply regret ever selling in the first place! :-(

[quepassa] 15/9/2017 08:09

The Gym Group.

QP

[blueeyes13] 15/9/2017 01:18

As well being in KWS, I'm also invested in IQE whose board has deteriorated so shockingly in recent weeks that I only look in sparingly. I very much like a very quiet board such as this and BUR with mostly quality posts from informed investors. You'll find KWS are the main consolidator in their very fragmented worldwide market in a growing industry. There's a long runway of growth and acquisitions ahead and multi-year growth story. Execution of acquisitions and integration is the key risk in my view but so far the board are doing superb. Looking forward to more meat on the bone of the TU next week. Regards

[scooper72] 14/9/2017 22:33

Sometimes the lack of conversation on a board seems to reflect a deeper confidence in the company in question than those where people are constantly nattering away. ...so sorry to break the 'quiet' confidence.Don't think any of the other companies I have invested in are in quite such a strong position coupled with being in a market that has so much expected scope for growth as the gaming market. One thing I haven't worked out is who KWS's main competitors are. Is anyone in their market making acquisitions in a similar way to them?

[bamboo2] 11/9/2017 20:16

scooper, the consolidation zone is all the price action that has taken place since the recent all time high at 1483 on 1 Sept.

This is forming a flag or pennant. The target price is based on the lowest point of the flag. I will recalculate this later on and add to this post once I have accessed the trade figures.

edit, my chart showing the low at 1300 today. This reduces the target price from approx 1754 to 1667.
[or 7 minutes past 5, as the old advert used to say!]

[scooper72] 11/9/2017 16:22

Bamboo2, when u say the consolation zone are you talking about around 1340s?

[bamboo2] 11/9/2017 12:47

scooper, I am hopeful that we will be well rewarded in the not too distant future.

The only downside for me is that the ultimate target price for the upcoming move will need to be revised down slightly, as it is measured from the lowest part of the consolidation zone.

[scooper72] 11/9/2017 11:55

Topped up at 1344 - couldn't get order filled on HL. Price seems quite volatile at the mo. Just gone down again now

[scooper72] 11/9/2017 11:48

Thinking to top up again too. Just waiting to see if it might just drop another couple of percent

[bamboo2] 11/9/2017 09:00

Added at 1344

Half Year results in five trading days

[clanger66] 11/9/2017 08:50

The penny share news letter has recommended to take profits and sell. I used to own this but sold far too early when it was sub £10 but still have a keen interest in the company.

[cormask] 11/9/2017 08:38

Tree shake?, anyway I have added

[blondviking] 11/9/2017 08:35

why the drop this am?

[glaws2] 08/9/2017 09:51

Also bear in mind that all the forecasts are for growth of the current business - ie there is no estimate of the effect of the future acquisitions. Given the number - and success - of the deals that KWS has done over the last 3 years and their stated objective of more aquistions, this is means that forecasts are "almost" certainly under-estimates. Last Sept the EPS estimates were 0.2 - now they are 50% higher at 0.3 EURO

[scooper72] 08/9/2017 09:15

Thanks doubleorquits. Appreciate the quick reply. Thinking to top up as out of all my portfolio I think is the company I feel most confident in at the moment.

[doubleorquits] 08/9/2017 08:52

scooper,
I think the only way to do this is to apply a PEG which may not follow the Slater guidelines of 5 years uninterrupted growth but should factor in future growth as acquisitions are made. 2017 forecasts should be recent and give some sort of idea: PE at the moment is forecast to be 52 with EPS growth of 149% so that puts PEG on 0.35 approximately - much better than fair value (PEG of 1).

If you use FinnCap figures alone I think the PEG falls to 0.27 (by my figures).

[scooper72] 08/9/2017 08:37

My HL account is telling me the P/E ratio is about 64. How does one take hight ratios into account when assessing value with a company like KWS that is making so many acquisitions?

[doubleorquits] 07/9/2017 17:32

Thanks Bamboo

[bamboo2] 07/9/2017 16:40

doubleor, the share price needs to close above the all time high [actually 1483 on 1 Sept] to confirm the new target price as valid.

I am guessing that the figures we get on 19 Sept could help get the share price above this level.

[panic investor] 07/9/2017 16:06

Usually EOD I think - reporting soon - expecting big things here